2023 Form 5500 filing — Fraser Industries Union Employees 401(K)
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004145029NAL0006789667001) for Fraser Industries Union Employees 401(K), reported by Fraser Industries under EIN 27-1970821 and plan number 002. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004145029NAL0006789667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fraser Industries
- EIN
- 27-1970821
- Plan number
- 002
- Location
- Superior, WI
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,784,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,784,661
- Employer contributions
- $261,179
- Participant contributions
- $250,795
- Total income / additions
- $1,024,900
- Benefits paid
- $394,262
- Administrative expenses
- $40,288
- Total expenses
- $434,550
- Net increase / (decrease)
- $590,350
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $22,055 | $0 |
| Wipfli Cpas | NONE | $10,000 | not reported in the loaded dataset |
| Prime Capital Investment | NONE | $8,233 | not reported in the loaded dataset |